Adding Speakers and Inviting Them to the Speaker Portal

Speakers, like all stakeholders in the PheedLoop system, are an integral part of putting on an excellent event. If there is a case where speakers can’t register or you need to bulk import your speakers into the PheedLoop system, you can do this manually in the Event Dashboard.

1. Adding Speakers

Quick Tip - each Speaker must have their own unique email address. That is critical. This information will be shared with attendees. No emails will be sent unless you trigger the email (see below).

1. From the Event Dashboard, navigate Speakers > Speakers
2. Above the speakers table, select Create
3. Fill out First Name, Last Name, and Email Address
4. Under Sessions, select the sessions the speaker will be apart of
5. Under Advanced Options > Tags, select the tags designated to the speaker
6. Toggle on the Speaker is Visible, Show Profile in Website Directory, Show Profile in Website Card Array, Show Profile in App checkboxes
7. Select Save Changes

Note - each Speaker will also have a corresponding attendee profile created. Any changes to the speaker must be made in the speaker section of the dashboard.

2. Importing Speakers

1. From the Event Dashboard, navigate to Speakers > Speakers
2. Above the speakers table, select the cloud icon with the downward arrow
   1. You will receive a CSV file template.
3. Fill out the CSV file template with the speaker(s) information
4. Above the speakers table, select the cloud icon with the upward arrow
5. Submit the file into Click or Drag to Upload section
6. Select Submit

3. Inviting Speakers to Their Speaker Portal

1. From the Event Dashboard, navigate to Speakers > Speakers
2. Select the speaker or speakers you would like to invite to their speaker portal
3. Above the speaker table, select Actions > Welcome Email > Confirm
   1. To learn more about the Speaker Portal email, read our article here.

Quick Tip - if you want to delete speakers, delete them from the speaker tab of the dashboard. That is required.